Ituran Location and Control Ltd. reported record full‑year 2025 results, with revenue of $359.0 million, up 7 % from $336.3 million in 2024. Diluted earnings per share rose to $2.92, an 8 % increase from $2.70.
Subscription‑service revenue grew 13 % to $264.6 million, while product revenue increased 1 % to $94.5 million. Operating profit reached $77.0 million, 21.5 % of revenue, and EBITDA stood at $96.2 million, 26.8 % of revenue. Net income for the year was $58.0 million, 16.1 % of revenue, and cash flow from operations climbed to $88.6 million.
The company declared a total Q4 dividend of $30 million, comprising a regular quarterly dividend of $10 million and a special dividend of $20 million, yielding a 7 % dividend yield based on the year‑end share price. Net cash rose to $107.6 million, and a $10 million expansion of the share‑buyback program was authorized, bringing total buy‑back authorization to roughly $13.5 million.
In the fourth quarter, revenue reached $93.5 million, up 13 % from $82.9 million in Q4 2024, and net income was $15.3 million, a 10 % increase. The results were driven by a surge in new subscribers, with 42,000 added in Q4 and a total of 221,000 net subscriber‑adds for the year, largely from an OEM partnership with Stellantis that began in early 2025.
Co‑CEO Eyal Sheratzky highlighted the record year, noting that the company’s strong cash generation enabled the special dividend and expanded buy‑back program. He said the dividend represented roughly 100 % of net income and expressed confidence that the initiatives would help Ituran grow into a significantly larger company.
Investors responded positively to the results, citing the earnings beat and strong subscriber growth as key drivers. The company’s strategic focus on OEM partnerships, expansion into the U.S. market through IturanMob, and a Big Data initiative are expected to sustain growth. The record results and capital‑return policy reinforce Ituran’s position as a leading provider of connected‑car and mobility solutions.
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